Master Fund New Zealand Charitable Trust — Religion Charity in Otaki

Master Fund New Zealand Charitable Trust is a Charitable Trust charity in the Religion sector, based in Otaki, Otaki. Annual revenue: $0.0M NZD. Financial data as at March 2026.

Mission: To aid in spreading the name and purpose of Self Realization Fellowship for the purpose of a fulfilled life. To raise funds to send individuals to the yearly S.R.F. convocation, potentially build meditation centres, assist in funding monks visits from U.S.A.

Registration Number
CC33422
Charity Type
Charitable Trust
Registration Date
2008-06-30
Status
Active
Sector
Religion
Location
Otaki, Otaki
Email
johnjoyce@xtra.co.nz
Data as at
March 2026

Beneficiaries: Other - All

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Reserve Months
0.0 months of operating expenses
Financial Year End
2026-03-31

Financial History

YearRevenueExpensesNet Assets
2026$0.0M$0.0M-
2025$0.0M$0.0M-
2024$0.0M--
2023$0.0M--
2022$0.0M--
2021$0.0M--
2020$0.0M$0.0M-
2019$0.0M$0.0M-
2018$0.0M$0.0M-
2017$0.0M--

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (12)

  • Vida Watson — Trustee
  • Briar Haven — Trustee
  • Amanda Probett — Trustee (departed 2024-05-01)
  • Aloke Ray — Trustee
  • Meg Davidson — Trustee (departed 2015-04-01)
  • Kamal Patel — Trustee
  • Sarena Tokona — Trustee (departed 2015-04-01)
  • Grant MacRedie — Trustee (departed 2010-01-01)
  • John Joyce — Trustee
  • Minna Monroe — Trustee (departed 2024-05-01)
  • Bryan Rose — Trustee (departed 2010-01-31)
  • Sue Hamill — Trustee (departed 2018-08-12)

Similar Charities in Religion

ReligionCharitable Trust

Master Fund New Zealand Charitable Trust

CC33422Otaki, OtakiRegistered 30 Jun 2008
Data updated: 2 days ago
Financials6mo agoRating2d ago

Financial data as at March 2026. Sourced from Charities Services register.

NR
Not rated — Insufficient financial data

Key balance-sheet figures (net assets / total assets) were not reported in the most recent return, and no populated prior year is available within the two-year fallback window. A rating cannot be calculated without these figures.

How ratings work →
Revenue

$2.9K

Expenses

$0

Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.

Endowment Foundation

Special Entity Type

This is an endowment foundation that holds investments and provides grants. High reserves are expected and appropriate - this is not an operating charity.

Rating Note: Endowment foundations are rated using specialized criteria that recognize high reserves as appropriate. Metrics like grant distribution rate and investment returns are prioritized over program spending ratios.

About

Mission

To aid in spreading the name and purpose of Self Realization Fellowship for the purpose of a fulfilled life. To raise funds to send individuals to the yearly S.R.F. convocation, potentially build meditation centres, assist in funding monks visits from U.S.A.

Who We Serve

Beneficiaries
Other - All

Key Statistics

Annual Revenue
$2.9K
Total Expenses
$0
Net Assets
-

Financial Trends

Financial Trends (18 Years)

Revenue Breakdown

Financial Health Dashboard

Cents to the Cause
-
Insufficient data
No data
Sustainability
-
Insufficient data
No data
Fundraising Cost
-
No fundraising data
No data

Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology

Revenue Diversification

19
Score /100
Highly Concentrated
HHI: 8,121
High Concentration: 90% of revenue from Investment Income
Investment Income89.5%
Donations10.5%

HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.

Peer Comparison

Ranked against 277 peers · Religion · Under $100K

Rating Score
0
#30/278
Revenue
$3K
#257/278
Reserve Months
0.0
#1/278
Surplus
$3K
#119/278
Staff Cost %
0%
#1/278

Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.

Rating History

NR
2026
Score: N/A
Financial: 0 | Governance: 0 | Transparency: 0
Current
D+
2025
Score: 53.8
Financial: 78 | Governance: 65 | Transparency: 65

Rating

Score: /100
Financial
0
Governance
0
Transparency
0
View Full Score Breakdown

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Contact Details

Address
Otaki, Otaki

Registration

Registration NumberCC33422
Entity TypeCharitable Trust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated18 Jun 2004
Registered office
103 C Kelburn Parade, Kelburn, Wellington
Differs from Charities Register address (212 Old Hautere Road, RD 2, Hautere, Otaki, 5582, Otaki, Otaki). May be stale on either register — verify with the charity if material.

Sector & Activities

Primary Sector
Religion
Activities
Makes grants / loans to individualsProvides religious services / activities

Data sourced from Charities Services register and publicly available annual returns. Our datasets may not be complete. Automated analysis can produce errors. Scores are calculated using disclosed methodology and are analytical tools, not investment ratings or recommendations. If you believe any data on this page is incorrect, please contact us at hello@charitydata.co.nz. For informational purposes only. Not investment advice. Last updated: 3 October 2026.